Microsite inquiries

Set up a microsite's inquiry form, and see what Relivo does when a buyer sends it.

Every property microsite has an inquiry form. When a visitor sends it, they become a lead in Relivo, with a task to reply to them on Today.

Set up the form

In the microsite editor, under Lead capture:

• Button label: the text on the microsite’s main buttons, which take visitors to the form, and on the form’s send button. It starts as “Schedule a Showing”.
• Form fields: click to turn First name, Last name, Email, Phone and Message on or off. All five are on to start with.
• After they send it: the thank-you message the visitor sees once the form is sent.
• Email me when someone fills in the form: turn this off and you get no alert for this microsite’s inquiries. They still appear on Today and in Leads.

Click Save draft, or Save changes on a live microsite.

What happens when someone sends it

1. Relivo looks for the person in your contacts by email, then by phone. If they aren’t there, they are added as a new buyer lead, with the source “Property microsite:” and the microsite’s title.
2. Their message appears on the contact’s timeline as an email titled “Inquiry” with the listing’s address. You can reply from there.
3. A high-priority task, “Respond to” their name “about” the listing, is added for today. Today shows it as an inquiry, with a Respond button. Someone who sends the form again while that task is open doesn’t get a second one.
4. You get an alert, unless the switch above is off. Settings > Notifications > Microsite inquiries sets whether it comes by email or text.
5. They appear on the listing under Interested leads, and the microsite’s count of inquiries goes up.

Someone who is already a contact is made an active lead again, so they show in Leads.